Broker Check
Juan  Herrera

Juan Herrera

Financial Representative

Juan embarks our firm with a background in the healthcare industry. Having closely worked with doctors, personal injury attorneys, and personal injury victims, Juan experienced how a disabling catastrophic event will affect an individual no matter their financial situation. Juan transitioned into the financial services industry to educate his clients on the importance of proper financial literacy. The impact he makes for his clients not only helps them, but also their future legacies.

During his free time, Juan enjoys spending quality time with family and friends. Juan is also a passionate car enthusiast and devotes his spare time working on classic cars. 

Personal Philosophy
To help people plan for both the expected and unexpected, so they have the opportunity to live a fulfilling life with financial confidence.

Financial Strategies
· Protection Planning
· Portfolio Allocation & Optimization
· Income Protection (DI)
· Tax Optimization
· Retirement Strategies
· Small Business Planning
· Succession Planning
· Key Employee Planning
· Employee Benefits
· Qualified Plans

Professional Qualifications
University of Houston, B.S.
Corporate Entrepreneurship Certificate - C.T. Bauer College of Business
General Lines Life Accident & Health
Financial Representative, The Guardian Life Insurance Company of America, New York, NY

Memberships
Sigma Alpha Epsilon Alumnus

Personal
Native Houstonian
Hobbies: car enthusiast, reading, travel, and hot yoga

 

 

Financial Representative of Guardian